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SBL

Sargent Bickham Lagudis Portfolio holdings

AUM $1.22B
1-Year Est. Return 14.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-14.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$1.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$5.81M
3
+$4.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.09M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.99M

Top Sells

1
+$18.5M
2
+$3.22M
3
+$3.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.99M
5
FIS icon
Fidelity National Information Services
FIS
+$2.92M

Sector Composition

1 Technology 6.9%
2 Healthcare 6.27%
3 Financials 5.24%
4 Consumer Discretionary 4.62%
5 Communication Services 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$13K ﹤0.01%
+787
677
$13K ﹤0.01%
+167
678
$13K ﹤0.01%
74
679
$13K ﹤0.01%
785
+3
680
$13K ﹤0.01%
39
681
$13K ﹤0.01%
31
682
$13K ﹤0.01%
100
683
$13K ﹤0.01%
500
684
$12K ﹤0.01%
500
685
$12K ﹤0.01%
500
686
$12K ﹤0.01%
242
687
$12K ﹤0.01%
484
+30
688
$12K ﹤0.01%
333
+116
689
$12K ﹤0.01%
365
690
$12K ﹤0.01%
500
691
$12K ﹤0.01%
+290
692
$11K ﹤0.01%
208
693
$11K ﹤0.01%
+338
694
$11K ﹤0.01%
409
695
$11K ﹤0.01%
419
696
$11K ﹤0.01%
207
-93
697
$11K ﹤0.01%
197
-3,687
698
$11K ﹤0.01%
+70
699
$11K ﹤0.01%
148
+88
700
$11K ﹤0.01%
150
26 27
28
29 30